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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,886 | $215,361-94.0% | $171,082-92.5% | $273,972-95.3% |
| Participation rate | 71.4% | 82.0%-10.6pp | 76.7%-5.3pp | 83.0%-11.6pp |
| Annual return | 4.04% | 25.14%-21.1pp | 32.56%-28.5pp | 41.46%-37.4pp |
| Employer contribution / active EE | $1,144 | $4,967-77.0% | $4,002-71.4% | $4,869-76.5% |
| Participant deferral / active EE | $1,536 | $5,543-72.3% | $4,797-68.0% | $5,287-71.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |